Bequest Alternatives

One of the simplest and fastest ways to make a planned gift is to designate Wellspring as a beneficiary on a financial account such as:

  • IRA or a qualified retirement plan, such as a 401(k)
  • Life insurance policy
  • Pension
  • Bank account or certificate of deposit

This type of planned gift often takes very little time or energy. Simply fill out a Beneficiary Designation Form from the financial institution (often available online) and write Wellspring Family Services, IEN 91-0567261, as a beneficiary.

Beneficiary designations enjoy the same estate tax benefits as a bequest, and in some cases can produce income tax savings for your heirs.

To discuss making a legacy gift to Wellspring, please email Kelly Pearson, Chief Development Officer, or call 206.902.4231.

Please let us know if you have already made a planned gift to Wellspring so we can publicly recognize you in our 1892 Legacy Circle!